Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20,258 U.S. retirement plans report holding a BlackRock / iShares fund in their Schedule of Assets, totaling $634.8B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | BlackRock / iShares position |
|---|---|---|---|---|---|
| 1 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $27.4B |
| 2 | LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA MD | — | $56.1B | $25.0B |
| 3 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN |
BETHESDA MD |
| 94,445 |
| $51.4B |
| $22.7B |
| 4 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $18.9B |
| 5 | BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN | ATLANTA GA | 451,512 | $19.3B | $16.8B |
| 6 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA 401(K) PLAN | CHARLOTTE NC | 168,229 | $62.9B | $15.5B |
| 7 | CHEVRON CORPORATION CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN | HOUSTON TX | 22,195 | $20.4B | $13.5B |
| 8 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $10.7B |
| 9 | FORD MOTOR COMPANY FORD DEFINED CONTRIBUTION PLANS MASTER TRUST | DEARBORN MI | — | $25.3B | $8.9B |
| 10 | DELTA AIR LINES, INC THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA | ATLANTA GA | — | $37.3B | $8.5B |
